Wealth Advisors-southeast, Inc.

Wealth Advisors-southeast, Inc. (CRD# 116325) is a financial advisory firm headquartered in Tallahassee, FL. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Wealth Advisors-southeast, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Sara G. Applewhite
CRD#: 4479535
1713 Mahan Drive, Tallahassee, FL 32308
93
Wealthminder
score

Sara Applewhite (CRD# 4479535) is an Investment Advisor Representative working at Wealth Advisors-southeast, Inc. in Tallahassee, FL and has over 17 years of experience in the finance industry.

2
Sumner A. Reed
CRD#: 4479541
1713 Mahan Drive, Tallahassee, FL 32308
93
Wealthminder
score

Sumner Reed (CRD# 4479541) is an Investment Advisor Representative working at Wealth Advisors-southeast, Inc. in Tallahassee, FL and has over 17 years of experience in the finance industry.

3
Richard A. Weidner
CRD#: 3218978
1713 Mahan Drive, Tallahassee, FL 32308
93
Wealthminder
score

Richard Weidner (CRD# 3218978) is an Investment Advisor Representative working at Wealth Advisors-southeast, Inc. in Tallahassee, FL and has over 17 years of experience in the finance industry.

4
Daniel I. Rodriguez
CRD#: 5926214
1713 Mahan Drive, Tallahassee, FL 32308
90
Wealthminder
score

Daniel Rodriguez (CRD# 5926214) is an Investment Advisor Representative working at Wealth Advisors-southeast, Inc. in Tallahassee, FL and has over 5 years of experience in the finance industry.

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